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iShares Gold Trust
IAU

Overview Fund Activity

552 hedge funds and large institutions have $5.29B invested in iShares Gold Trust in 2018 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 159 increasing their positions, 202 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
552
Holders Change
-11
Holders Change %
-1.95%
% of All Funds
12.64%
Holding in Top 10
34
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15%
% of All Funds
0.78%
New
41
Increased
159
Reduced
202
Closed
50
Calls
$254K
Puts
$21K
Net Calls
+$233K
Net Calls Change
-$328K

Top Buyers

1
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$742M
2
Morgan Stanley
Morgan Stanley
New York
$202M
3
AL
Arnhold LLC
New York
$33.1M
4
Deutsche Bank
Deutsche Bank
Germany
$30.9M
5
RJA
Raymond James & Associates
Florida
$28.2M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$106M
2
CSIA
Charles Schwab Investment Advisory
California
$640M
3
Bank of America
Bank of America
North Carolina
$342M
4
BlackRock
BlackRock
New York
$608M
5
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$15.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
51
Pinnacle Advisory Group
Maryland
$12.2M -$11.7M -512,902 -49%
FT
52
Fiduciary Trust
Massachusetts
$12.2M +$184K +8,063 +2%
MIS
53
Morningstar Investment Services
Illinois
$12.1M +$497K +21,735 +4%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$12M -$167K -7,321 -1%
FM
55
Foster & Motley
Ohio
$11.8M +$357K +15,595 +3%
Axa
56
Axa
France
$11.2M – – –
VCM
57
Verger Capital Management
North Carolina
$11M +$268K +11,713 +2%
HPWM
58
Highland Private Wealth Management
Washington
$10.6M +$406K +17,755 +4%
FA
59
FDx Advisors
Illinois
$10.4M -$458K -20,055 -4%
EWM
60
Evercore Wealth Management
New York
$9.87M -$421K -18,428 -4%
GG
61
GenWealth Group
New Jersey
$9.48M +$46.5K +2,017 +0.5%
M&T Bank
62
M&T Bank
New York
$9.2M +$465K +20,357 +5%
GPC
63
Guardian Point Capital
Virginia
$9.14M -$4.57M -200,000 -33%
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$8.96M -$408K -17,837 -4%
PCP
65
Proficio Capital Partners
Massachusetts
$8.86M -$790K -34,559 -8%
BFEC
66
Benjamin F. Edwards & Company
Missouri
$8.72M +$847K +37,062 +11%
NCM
67
Narwhal Capital Management
Georgia
$8.15M +$1.1M +48,218 +16%
LTFS
68
Ladenburg Thalmann Financial Services
Florida
$8.09M +$2.16M +94,506 +36%
ZF
69
Zhang Financial
Michigan
$8.05M -$72K -3,159 -0.9%
LWM
70
Lenox Wealth Management
Ohio
$7.83M +$115K +5,036 +1%
MA
71
MUFG Americas
New York
$7.65M -$1.12M -49,070 -13%
SG Americas Securities
72
SG Americas Securities
New York
$7.59M – – –
LWA
73
Lowe Wealth Advisors
Maryland
$7.44M +$96.1K +4,205 +1%
BL
74
BCWM LLC
Kansas
$7.28M +$261K +11,404 +4%
BFO
75
Biltmore Family Office
North Carolina
$7.23M +$56.5K +2,470 +0.8%
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